Both clients and entry-level financial planners are benefiting from a flat fee, bells-and-whistles free advice model being offered by Roskow Independent Advisory, says co-director Neil Salkow. In terms of client numbers, around 20 per cent of Roskow’s client base are signed up to the Adviser Access program it rolled out around six months ago, though
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Featured Homepage Posts